# Intellus Advisors Wealth Management

- **Website:** <https://intellusadvisors.com>
- **Primary alias:** `intellusadvisors.com`

## Description

Intellus Advisors is a fee-only fiduciary wealth management firm serving families, retirees, business owners, and people navigating major life transitions in Florida and nationwide. Founded in 1999 and launched as an independent firm in 2024, it emphasizes personal relationships and advice designed around each client’s priorities, without commissions or product quotas.

The firm offers comprehensive wealth management and financial planning, including custom portfolio management, retirement and income planning, estate and life planning, and corporate retirement plan services. Its guidance also addresses divorce-related financial decisions, such as asset division, income planning, tax strategy, and rebuilding long-term financial security. Clients may include multigenerational families, retirees and pre-retirees, women seeking financial guidance, small business owners, and professionals dealing with inheritances, settlements, or other transitions.

Intellus Advisors says it begins each relationship by learning about a client’s goals, family, concerns, and financial timeline before making recommendations. Its Investment Committee builds portfolios for individual circumstances, while the firm coordinates estate planning with clients’ attorneys and CPAs. The firm has offices in Naples and Sarasota, Florida.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/intellusadvisors)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/id3FIfX06a/w/820/h/410/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1770213284650)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id3FIfX06a/w/100/h/100/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793246367405)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Brown Rust | #b57743 | accent |
| Black | #000000 | dark |
| White | #ffffff | light |

## Fonts

- Raleway — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id3FIfX06a/w/400/h/100/id2F72rLJf.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793246367519)

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_Source: <https://brandfetch.com/intellusadvisors.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._